Anthony David Baeumler
Investment adviser representative at LPL Enterprise, LLC
21 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Anthony David Baeumler? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaMay 2018 to now
- Outback SteakhouseNov 2005 to now
- Pruco Securities, LLC.May 2018 to Nov 2024
- UnitedhealthcareJul 2016 to May 2018
- Mutual of Omaha Investor ServicesAug 2012 to Mar 2018
- Mutual of OmahaJun 2012 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6109842
- Firm CRD
- 8733